Indag Rubber Q3 ; Co. says We are optimistic about Q4FY25 and FY26 growth, driven by Expanding dealer and fleet owner accessibility
Rising demand for cost-effective retreading solutions
Sustainability focus due to EPR regulations
Strong distribution network
With rising fuel and tyre costs, our solutions are increasingly attractive, positioning Indag for market recovery.
Steel strong growth!
Maharashtra Seamless expects a 7-8% surge in FY25, dispatching 4.5L tonnes by FY26
Promoters eye 75% stake—big moves ahead📈
Kaushal Bengani on CNBC-TV18
‘Importing more LNG from US will be good for India- cost won’t be a worry due to stable Henry Hub Pricing’ Mahanagar Gas MD Ashu Shingal discusses pricing outlook with APM gas supply being restored to 51%. Says co expects 10-11% volume growth and margin of Rs 9-11 per SCM in the coming year
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PROMOTER BUYING ; MAHARASHTRA SEAMLESS - 549900 shares - 0.41% equity
DEEPAK NITRITE - 27100 shares (second day of buying)
Godrej Properties - 75586 shares
JSPL - 44350 shares
B.L.KASHYAP AND SONS - 20000 shares
KEWAL KIRAN CLOTHING - 10000 shares
NCC - 306853 shares
SAGAR CEMENTS - 7566 shares
USHA MARTIN - 25000 shares
Transformers and Rectifiers - TRIL
Revenue Guidance
FY25 👉 ₹2000 cr
FY26 👉 ₹3500 cr
PAT to hit Rs.500cr in 2 years
Demand Supply gap persists for transformers!
From IPO ups & downs to building a profitable fintech powerhouse 💡📈 MobiKwik is bullish on the future with tech-driven efficiency & growth in BFSI! 🚀
Upasana Taku & Bipin Preet Singh with ShereenBhan on CNBC-TV18
Hospital chain KIMS aims to double revenue in 2-3 years through expansion
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14-15% earnings growth in FY26 can still be delivered," says Vikas Khemani of Carnelian Asset Management
These are his views on the outlook for the year, banks, RBI policy pivots and more
#NHPC powers ahead! ⚡️
Rs 13,000 cr capex for FY26, 14,000 MW under construction, #Parbati2 set for March 2025, and a renewable energy arm listing in 2 years
Big moves in hydro & renewables!
R.K. Chaudhary on CNBC-TV18
NHPC Management Says We will commission 800 Mw Project In Himachal Pradesh In Next Month
NHPC Management Says Lot Of Incentives For Hydro Power Sector From Government In India
Will Achieve 80-90% Of Capex Target
FY26 Capex Target Is ₹13,000 cr
NHPC Management Says will list our Renewable Subsidiary In Next 2 Years
Total Hydropower Capacity U/ Construction Is 14,000 MW, Out Of Which 9,300 MW Belongs To NHPC
ABB INDIA Says Operating Margin Improved Due To Pricing & Raw Material Efficiencies
Profit Margin Will Be 12-15%, Also Impacted By Forex Changes
We Saw An Indirect Impact Due To Muted Govt Spend
Order Backlog Is `9,350 Cr; Will Execute 65-70% In CY25
Renewables Segment Spend Continues To Expand
WHY SHOULD IT STOCKS BE IN FOCUS TODAY?
A.CAPGEMINI Q4CY2024 RESULTS
+VE FOR INDIAN IT STOCKS, COMMENTARY REMAINS STRONG
BFSI and Consumer Goods and Retail segment move into growth trajectory on YoY basis
With improvement in discretionary spending seen
North American markets continued recovery with help from BFSI segement
But problems in manufacturing vertical still remains (especially in Europe)
+
B. BOFA INDIAN IT SERVICES INDICATOR-JANUARY
Relatively stable in the month of January, post a downtick in each of the prior three months
Earnings revision for India IT and the corporate sentiment contributed positively to the index
Offset by the dip in PMI services index and global earnings revision
More prospects of acceleration in early part of CY25, given its 6-month lead to actual revenue performance
VALLIANT ORGANICS Q3 HIGHLIGHTS
Strong demand revival witnessed across all 3 key chemistries, ensuring good revenue EBITDA growth, although pricing pressures remain a challenge.
Strong production volume with improved utilizations, resulted in good revenue performance and cost controls lead to improvement in margins.
Gross Margins for the quarter improved by 200 bps YoY & QoQ, confirming efficiency gains, PAT Margins also improved significantly from the prior quarter and same period in previous year.
The Ahmedabad unit saw significant disruption due to the fire incident that took place on 22nd October 2024, leading to lower production levels. The unit has resumed operations since 20th Jan 2025.
BOROSIL LTD Says Have Always Guided For 15-20% CAGR Growth, Currently In The Middle Of That
Corporate Gifting Biz Got Impacted, Took Out 3-4% Of Sales Growth
Corporate Gifting From Pharma Cos Was Lower Vs Past Avgs
Corporate Gifting Biz Got Impacted, Took Out 3-4% Of Sales Growth
Guide For 20-22% EBITDA Margin In The Medium Term - CNBCTV18
BOROSIL LTD Says eCommerce Contribution Is In Double-digits For Co & Is Growing Manifold
Ad Spends At 8% Of Sales, Will Moderate To 6% Going Forward
EBITDA Margin Will Move To 21% By FY27
BOROSIL LTD Says There Is Competition In The Opalware Biz
Have Plans To Setup Non-glassware Plants In The Near Future
Maharashtra Seamless says
FY25 Seamless guidance 👉 4.35 lkh tns with EBITDA/tn at ₹16500/tn
Promoters have been buying shares from open market, desire to increase holding to 75% vs 68%
💸 Looking at best use of cash in books
'FY25 Margin will hover around 19.9%', says Shujaul Rehman, CEO, GarwareTechnicalFibres.
Tells that they intend to grow #Profit in the range of 15-20%.
https://youtu.be/7qvLS2Do28g?si=dM6v0EibZstKXWZW
MAHARASHTRA Seamless Management Says See Volume Growth Of 7-8% In FY25
Expect To Dispatch 5 Lk Tonnes Of Seamless Pipes In FY27
See Volume Growth Of 7-8% In FY25 For Seamless Pipes Biz
No Change In Orderbook As We Have Been Able To Replenish Orders - CNBCTV18
All company conference calls summary you get
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GARWARE TECHNICAL Says Outlook For Q4 Will Be A Strong Quarter
GARWARE TECHNICAL Says FY25 Margins Will Hover Around 19.9% With Solid Growth
Geosynthetics Has Increased From 10% Of Sales To 15% Of Sales - CNBCTV18
GARWARE TECHNICAL Says Fibre & Industrial Products Contribution Has Been Increasing To 15%
Domestic Contribution Is 40%, Could Increase To 45% Over Next Few Years
CDMO sector undervalued per brokerages.
Beyond Divis/Syngene, we found 16 cos with >30% CRAMS revenue.
MAX HEALTHCARE Says Expect to have 9,000 beds by the end of FY28 - ETNOW
25% of the total capacity depends on government business
VERY POSITIVE REPORT ON CRDMO SPACE BY MACQUARIE HEALTHCARE & PHARMA TEAM
Initiate OUTPERFORMS on DIVIS, SUVEN , BLUEJET & SYNGENE
Syngene
TP Rs 835
Benefits from biotech funding recovery, supply chain de-risking, & higher pharma outsourcing.
Expect its medium-term earnings to materially improve as its increasing capabilities are matched by higher capacity expansion/utilisation.
Blue Jet Healthcare
TP Rs 1000
Rapidly moving up value chain in its core contrast media business, fuelling significant top- & bottom-line growth.
Suven Life
TP Rs 1500
Benefits from high-growth cutting-edge CDMO segments and its proven track record to drive traditional business.
Divis Labs
TP Rs 7400
CO largest CDMO firm in India and works with the majority of top-20 global innovator-pharma companies on small-molecule products.
AXIS Capital Says Telecom Industry Is In A Good Position With Bharti As A Market Leader
British Telecom Dividend Yield Vs Bharti Ent Interest Payments Are Equitable
Bharti EBITDA CAGR Seen At 18-19% Over The Next 3 Yrs
ABB India sees strong growth ahead!
With 25% revenue CAGR, expanding renewables, and Rs 9,350 cr order backlog, future looks bright
Expect 65-70% execution in CY25
Says Sanjeev Sharma on CNBC-TV18
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PREMIER EXPLOSIVES Q3 CONCALL
This financial year won't exceed ₹500 crore Revenue, but next year looks stronger and will surpass it.
The export order is expected to reach ₹200 crore, while the domestic BrahMos order will continue growing and may reach ₹200 crore in 3–4 years.
Margins vary based on product mix, with EBITDA expected between 15% and 20%.
ABB INDIA MUTED TAKEAWAYS FROM ANALYST MEET
KEY WORRIES
GROWTH IS MODERATING (HIGH BASE EFFECT ALSO IN PLAY)
SEEING COMPETITION FROM CHINESE PLAYERS , PRICING PRESSURE SEEN
SEEING ORDER SLOWDOWN – TRANSIENT RATHER THAN STRUCTURAL
